Position in ROK
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$660,931
+$652,673 QoQ
Shares Held
1,335
+4350.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#824
of 1,527 holders
Holding Since
Jun 2024
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ROK Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Unique Wealth Strategies, LLC holds $951,121 across 2 Specialty Industrial Machinery names. ROK ranks #1 (69.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROK |
Rockwell Automation, Inc
This page
|
1,335 | $660,931 | |
| 2 | GEV |
GE Vernova Inc.
|
247 | $290,190 |
All Filings in ROK
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $660,931 | 1,335 | Shares | Sole | 2026-07-15 | |
| 2024-06-30 | $8,258 | 30 | Shares | Sole | 2024-07-24 | |
| No filing history on record for this holder in this stock. | ||||||